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Axxcess Wealth Management’s Blue Owl Capital OWL Stock Holding History

Axxcess Wealth Management’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Buy
28,025
+7,008
+33% +$66.6K ﹤0.01% 930
2026
Q1 		$192K Buy
+21,017
New +$254K 0.01% 366

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Axxcess Wealth Management's OWL Position: Q2 2026 in Review

Axxcess Wealth Management increased its Blue Owl Capital (OWL) stake by 33% in Q2 2026, buying an estimated $66.6K and bringing the position to 28,025 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Axxcess Wealth Management first reported a position in OWL in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Axxcess Wealth Management held 28,025 shares of Blue Owl Capital worth $245K as of Q2 2026.
  • Axxcess Wealth Management bought 7,008 Blue Owl Capital shares in Q2 2026, an estimated $66.6K.
  • Blue Owl Capital made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #930 holding.
  • Axxcess Wealth Management first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.